RIM
DFS
Rockbridge Investment Management’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-19
| Closed | -$1.8K | – | 224 |
|
|
2022
Q2 | $1.8K | Hold |
19
| – | – | ﹤0.01% | 542 |
|
|
2022
Q1 | $2.09K | Hold |
19
| – | – | ﹤0.01% | 695 |
|
|
2021
Q4 | $2K | Hold |
19
| – | – | ﹤0.01% | 717 |
|
|
2021
Q3 | $2K | Hold |
19
| – | – | ﹤0.01% | 667 |
|
|
2021
Q2 | $2K | Hold |
19
| – | – | ﹤0.01% | 669 |
|
|
2021
Q1 | $2K | Hold |
19
| – | – | ﹤0.01% | 646 |
|
|
2020
Q4 | $2K | Hold |
19
| – | – | ﹤0.01% | 626 |
|
|
2020
Q3 | $1K | Hold |
19
| – | – | ﹤0.01% | 610 |
|
|
2020
Q2 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 590 |
|